Sales Coordination Associate

Who We Are:

SmithRx is a rapidly growing, venture-backed Health-Tech company.  Our mission is to disrupt the expensive and inefficient Pharmacy Benefit Management (PBM) sector by building a next-generation drug acquisition platform driven by cutting edge technology, innovative cost saving tools, and best-in-class customer service.  With hundreds of thousands of members onboarded since 2016, SmithRx has a solution that is resonating with clients all across the country.

We pride ourselves for our mission-driven and collaborative culture that inspires our employees to do their best work. We believe that the U.S healthcare system is in need of transformation, and we come to work each day dedicated to making that change a reality. At our core, we are guided by our company values:

• Integrity: Our purpose guides our actions and gives us confidence in the path ahead. With unwavering honesty and dependability, we embrace the pressure of challenging the old and exemplify ethical leadership to create the new.
• Courage: We face continuous challenges with grit and resilience. We embrace the discomfort of the unknown by balancing autonomy with empathy, and ownership with vulnerability. We boldly challenge the status quo to keep moving forward—always.
• Together: The success of SmithRx reflects the strength of our partnerships and the commitment of our team. Our shared values bind us together and make us one. When one falls, we all fall; when one rises, we all rise.

Job Summary:

This role serves as a critical bridge between Sales, Marketing, and Leadership. This role combines executive support for the CSO with tactical Business Development (BDR) outreach and Sales Operations. This position ensures that the Enterprise and SVP of SMB sales stays organized, Salesforce data remains pristine, and high-value prospects are moved through the funnel following major events.

What you will do:

Sales Operations & Deal Tracking

• Pipeline Management: Manage and update weekly debrief forms within Google Drive and Salesforce to ensure deal transparency. Performed on Mondays
• Accountability: Act as a project manager for the VP-level leadership, ensuring accounts are updated and deal milestones are met. NOTES IN SALESFORCE! 
• CRM Integrity: Support the build-out and maintenance of Salesforce reporting for Enterprise prospects, accounts, and opportunities. Tracking towards 200 engaged prospects. 

Strategic Support (CSO & VP Level)

• Executive Coordination: Manage the CSO’s calendar, travel logistics, and scheduling for sales team events.
• Meeting Excellence: Attend capabilities calls to document notes, identify key contacts, and manage post-meeting data entry.
• Sales Enablement: Prepare sales decks, presentations, and manage "swag" inventory for meetings and events.
• Expanse Reports: Submitting expense reports for SVP’s and CSO. 

Business Development (BDR) & Lead Generation

• Outreach & Conversion: Conduct targeted outreach to secure introductory calls and follow-up meetings for the VP of Enterprise Sales.
• Prospect Engagement: Drive efforts to meet the team OKR of 200 Engaged Prospects.
• Community Partnership: Collaborate with the Community team to map HR organizations using LucidChart and identify key HR leaders of interest.
• Prepared the sales team for Enterprise meetings with Employer contact research and background 
• Continued Outreach Following Events: Sends out emails to attendees to book meetings with sales VPs as well as send out gifts via sendoso

Events & Field Marketing

• On-Site Logistics: Attend Enterprise team events to provide setup, registration, and logistical support.
• Lead Capture: Responsible for harvesting contact information from conference attendees and ensuring all data is uploaded into Salesforce.
• Post-Event Follow-up: Execute immediate outreach to direct employer contacts post-event to maintain momentum.
• Catering Lunch & Learns: Organizing the catering for upcoming sales events. Coordinating between the onsite sales rep, the hosting office manager, and restaurant. 

Cross-Functional SmithRx Support

• Marketing: Assist with swag procurement and the preparation of physical meeting materials.
• Logistics: Provide travel and logistics support across the Events, Sales, and Community teams to ensure seamless execution of off-site initiatives.
• Community Tracking: Supporting the development of future

What you will bring to SmithRx:

• Experience: 1-4 years of professional experience in Sales Operations, Sales Enablement, or a Senior BDR role; experience in the PBM, health care, or SaaS industries is a major plus.
• Education: Bachelors Degree in a relevant area of expertise or equivalent experience highly preferred
• CRM Proficiency: Strong proficiency in Salesforce is required, specifically in managing data integrity and reporting.
• Executive Polish: Prior experience supporting Director to C-suite level executives with calendar management and travel logistics.
• Communication: Exceptional written and verbal communication skills; ability to articulate complex value propositions to HR leaders and brokers.
• Organization: A "self-starter" mentality with the ability to manage several tasks and competing priorities in a fast-paced environment.
• Technical Tools: Proficiency with Google Workspace (Sheets/Drive), Microsoft Office, and visual mapping tools like LucidChart. Familiarity with Sendoso or Outreach is preferred.

Mindset: A growth-oriented, proactive individual who takes ownership of both high-level strategy and tactical administrative details.

What SmithRx Offers You: 

• Highly competitive wellness benefits including Medical, Pharmacy, Dental, Vision, and Life Insurance and AD&D Insurance
• Flexible Spending Benefits 
• 401(k) Retirement Savings Program 
• Short-term and long-term disability
• Discretionary Paid Time Off 
• 12 Paid Holidays
• Wellness Benefits
• Commuter Benefits 
• Paid Parental Leave benefits
• Employee Assistance Program (EAP)
• Well-stocked kitchen in office locations
• Professional development and training opportunities